Newly listed warrants to trade this week's strong Nikkei225 moves
$NKY 78000MBeCW270312(QZQW.SI)$$NKY 57000MBePW270312(VT9W.SI)$ 💫The $Nikkei 225 Index(N225.JP)$ has delivered one of the strongest major index performances globally over the past year, up +49.9% on a total return basis 📈The index traded above the 70,000 level this week on Tuesday, sitting roughly 3% below its all time record high of 72,832 on 22 June 2026 💨Recent index catalysts include this week's global AI and semiconductor rally, the yen's weakness past 158 against the USD which led Japan's currency official to warn against further depreciation and finally, the Bank of Japan rate hike announcement on 30 October where the market is still largely expec
Binni Ong: is the latest OCBC pullback a good opportunity?
$OCBC Bank(O39.SI)$ shares suffered its biggest one-day percentage fall since April 2025, falling a 5.9% tumble. Separately, Citi downgraded OCBC to "sell" on 6 October with a $27.50 target, citing flat 3Q earnings and a softer CET1 ratio(13.3%, down 70bps q-o-q) as risks to the stock's re-rating. However, not all brokers share this view, with some maintaining a more positive outlook and continuing to rank OCBC among their top picks *This article is paid for by Macquarie Warrants Singapore. Binni’s view does not represent that of Macquarie’s Citi downgraded OCBC to "sell" on 6 October with a $27.50 target, flagging flat 3Q earnings and a softer CET1 ratio (13.3%, down 70bps q-o-q) as risks to the stock's re-rating. Citi also pointed out OCBC's P
Tencent is seeing two major share price catalysts this week
1⃣Yesterday, the company repurchased HKD 100.4 million shares as part of its buy back programme Tencent currently leads all Hong Kong listed companies in buybacks, with HKD 2.21 billion worth of shares being bought as of September 2026, according to Bloomberg 2⃣Secondly, DeepSeek - of which Tencent is one of the largest investors, is reportedly close to securing at least RMB 80 billion (USD 12 billion) in its latest funding round, blowing past its initial RMB 50 billion target for its planned 2027 IPO 💨Finally, the Huawei-Qualcomm licensing pact signed on 5 October - the first such pact between the two companies covering 5G technology that allows both companies access to each other's patent portfolios, is also providing a broader AI rerating tailwind for Chinese hyper-scalers including Ten
📈 $Keppel(BN4.SI)$ shares had been on a relentless, 7-day winning streak from 21 to 29 September, driven by news that it was in advanced talks with StarHub on a potential deal for M1 ✍While the stock has given back almost all gains since, on the back of a global sell-off, Macquarie Research (MQ) maintains its target price of $12.87 on the share, especially after Keppel held its annual technology forum NEXT earlier this week on Tuesday 29 September 👀Read more to find out the rationale for MQ’s view, as well as important disclaimers: What’s new Keppel (KEP) held its annual technology forum, NEXT, on 29 September. The event was open to public equity buy-side investors for the first time. Why it matters This year's event was decidedly a broader disc
HSI and ChinaA50 – Beijing’s “just enough” stimulus
🇨🇳On Monday, China’s State Council, chaired by Premier Li Qiang, pledged to strengthen counter-cyclical macro policy adjustments in response to emerging economic challenges and soft growth in Q3 🔛The policy follow-through has been immediate 📢Yesterday, China cut the rate on its 1-year pledged supplementary lending (PSL) - which offers cheap funding to the country’s policy banks to finance investment - by 25 basis points, while the rate on one-year PSL will be cut to 1.5% from 1.75% They also announced an interest subsidy for residential mortgages targeting first-time buyers, an annual interest subsidy of one percentage point for up to five years for eligible mortgages up to RMB1 million - targeting lower-tier cities and affordable properties All measures are effective from tomorrow, and is
Reshare: Binni Ong – Yangzijiang reinforces bullish structure following fresh all-time high on strong volume
On 8 Sep, Yangzijiang shares pushed to a fresh all-time high, with trading volume in the early afternoon already exceeding the 10-day average volume This brings the stock’s rally since its 1H26 results on 6 August to 31%. Consequently, Macquarie’s Yangzijiang call warrants have rallied as much as 257% from 6 August to 8 September (note: there are no put warrants available) Market Technican Binni Ong believes that the combination of a new high on above-average volume points to strong underlying momentum, especially given that the stock has broken out of the upward sloping channel that has guided the stock higher since March 2026 Binni shares the stock levels to watch out for from here, as well as when the bullish structure will be invalidated *This article is sponsored by Macquarie Warrants
Last trading day for HSI warrants expiring 29 September
Today is the last day of trading for 11 call and put warrants tracking the Hang Seng Index expiring on 29 Sep 2026 What if you are still holding onto these warrants after today? What do you have to do? Read more: https://www.warrants.com.sg/marketnews/highlight/todayhighlight/7946
Will China A-shares see big moves as we near Trump-Xi Summit? New ChinaA50 warrants now available! The iShares FTSE China A50 ETF (2823 HK) is a Hong Kong-listed ETF that aims to track the FTSE China A50 Index — a benchmark of the 50 largest companies listed on the Shanghai and Shenzhen stock exchanges Top 10 stocks on the ETF include Kweichow Moutai, CATL, Zhongji Innolight and China Merchants Bank The ChinaA50 ETF traded to a one year high of HKD 18.16 on 3 Jun as it rebounded off its one year low of HKD 15.48 on 9 Mar Despite Chinese listed companies reporting their best profit growth in five years - CSI 300 constituents posted +25.7% earnings growth in 2Q26, this has not translated into a sustained market rally given the weak economic backdrop and uncertaint
The Singapore banks continue to reign amongst the top index movers on the Straits Times Index Will they continue moving higher? Hear what Macquarie Research (MQ) has to say about the Singapore banks in a research report published on 31 Aug 2026 upon the release of the July loan data Read more for the full article containing excerpts of MQ’s report, as well as important disclaimers: https://warrants.com.sg/marketnews/highlight/todayhighlight/7945
Joey Choy: Venture nears $17… is a breakout coming?
Top-tier remisier Joey Choy has identified Venture Corporation (Venture) as one of the stocks showing improving momentum in the near-term that has triggered a 1GT bullish signal. Joey believes that Venture's technical outlook is constructive, with prices trading above the rising 200-day moving average and supported at $16.40. He believes that a sustained breakout above $17.00 could further strengthen Venture’s bullish momentum, potentially leading toward the next resistance level. Read on to find out what this level is, and how one can take a short-term position in Venture to ride the uptrend with lower initial capital outlay: https://warrants.com.sg/marketnews/highlight/todayhighlight/7947 *Joey’s view does not represent that of Macquarie’s
Binni Ong: Yangzijiang reinforces bullish structure following fresh all-time high on strong volume
📶Yesterday, $YZJ Shipbldg SGD(BS6.SI)$ shares pushed to a fresh all-time high, with trading volume in the early afternoon already exceeding the 10-day average volume. This brings the stock’s rally since its 1H26 results on 6 August to 31%. Consequently, Macquarie’s Yangzijiang call warrants have rallied as much as 257% from 6 August to 8 September (note: there are no put warrants available) 👩🏫Market Technican Binni Ong believes that the combination of a new high on above-average volume points to strong underlying momentum, especially given that the stock has broken out of the upward sloping channel that has guided the stock higher since March 2026. Binni shares the stock levels to watch out for from here, as well as when the bullish structure w
Top mover alert - PetroChina surges in PM session on Saudi energy sites attack; call warrant jumps 31%
⚠ $PETROCHINA(00857)$ shares are currently trading 3.8% higher on the day to HKD 10.34 as of 322PM as crude oil prices inch closer toward the USD100 mark following an attack on Saudi Arabia's energy facilities 🔝Consequently, trending PetroChina call warrant $PetroCH MBeCW270105(PLMW.SI)$ (https://warrants.com.sg/tools/livematrix/PLMW) is amongst today's top warrant gainers with a 30.7% gain to SGD 0.017 🛢Crude oil prices have rallied 13% over the past six days, driven by a sharp escalation in Middle East risk Lending strength to crude oil's prices is the release of China's crude oil imports which rose 6.2% in Aug from the previous month
Strong yen and oil prices to test the Nikkei225's resolve
💹This morning, the $Japanese Yen - Sep 2026(JPY2609)$ strengthened as much as 0.5% to 153.53 after rallying 1.2% overnight, taking its monthly gains to almost 4% and to its strongest level in 6 months The current level of the yen has surpassed the peak of 157.17 on 3 Aug after US and Japan jointly intervened in late July to support the yen The $Nikkei 225 Index(N225.JP)$ September futures are currently trading 0.2% higher to 66,550 as of 1015AM, adding to its 2.1% jump yesterday (also the index's best day in a month) 📈The index is now up 3.6% over four days The stronger yen - which will put pressure on Japanese exporters - alongside rising oil prices which have risen another 1% today to USD 92.34,
Top mover alert: Xiaomi's product launch day turns into a sell-off; SATs rise most in 2 months on cargo demand surge
▶Xiaomi shares $XIAOMI-W(01810)$ are trading down 3.9% to HKD 27.30 as of 1120AM, surrendering all 3.6% gains from last Friday and more Consequently, Macquarie's trending Xiaomi call warrant $XIAOMI MBeCW270105(MCEW.SI)$ (https://warrants.com.sg/tools/livematrix/MCEW) is down 19.4% to SGD 0.029 🏁Today is Xiaomi's major product launch event, featuring the Skynomad N70 Pro/Max and N90 Max SUVs, the Xiaomi 18 Fold smartphone, and the new Xring O3 AI chip Prior to today's event, its share price had been lifted after news that Xiaomi had signed MoUs with eight German dealership groups at IFA Berlin and announced plans to launch EVs in Europe in 2027 The company also announced battery supply partnerships wi
Rate hike, or not? This week's US PPI an important guide
On Friday night, markets got back to worrying about a rate hike possibility after US non-farm payroll figures increased by 162,000, significantly above expectations of around 55,000 U3 unemployment (% of the civilian labor force that is jobless, available to work, and has actively searched for a job within the past four weeks) remained unchanged (4.1%), while U6 underemployment (includes the U3 unemployment number, plus marginally attached works and involuntary part-time workers) dropped to 7.7%, from the recent high of 8.2% Meanwhile, wages are tracking at a relatively unchanged 3.1%, below inflation Some analysts believe that the U3 unemployment and wages have become the more important indicator of labour market tightness, and believe that the Fed will be paying attention to this rather